DAUG icon

FT Vest US Equity Deep Buffer ETF August

89 hedge funds and large institutions have $227M invested in FT Vest US Equity Deep Buffer ETF August in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 19 increasing their positions, 44 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
89
Holders Change
-1
Holders Change %
-1.11%
% of All Funds
1.42%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
15
Increased
19
Reduced
44
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CA
76
Cambridge Advisors
Nebraska
$203K
MCWS
77
McKinley Carter Wealth Services
West Virginia
$201K
OWA
78
Octavia Wealth Advisors
Ohio
$201K
TLA
79
Tanglewood Legacy Advisors
Texas
$181K
Comerica Bank
80
Comerica Bank
Texas
$128K +$128K +3,872 New
UBS Group
81
UBS Group
Switzerland
$117K -$27.7K -837 -19%
CIAS
82
Capital Investment Advisory Services
North Carolina
$66.2K
LFG
83
Larson Financial Group
Missouri
$59.4K +$695 +21 +1%
MIM
84
MTM Investment Management
South Carolina
$33.1K
AF
85
Advisornet Financial
Minnesota
$21.5K
DFA
86
DHJJ Financial Advisors
Illinois
$11.6K +$11.6K +350 New
HWA
87
HHM Wealth Advisors
Tennessee
$7.61K
BBPWM
88
Blue Bell Private Wealth Management
Pennsylvania
$7.11K +$7.11K +215 New
JPMorgan Chase & Co
89
JPMorgan Chase & Co
New York
$3.31K -$564K -17,048 -99%
TCM
90
Triumph Capital Management
Colorado
-$4.35M -127,692 Closed
CCFM
91
Clear Creek Financial Management
Washington
-$3.24M -95,340 Closed
CW
92
CreativeOne Wealth
Kansas
-$3.22M -94,599 Closed
SW
93
SlateStone Wealth
Florida
-$2.76M -81,160 Closed
TC
94
TownSquare Capital
Utah
-$820K -24,108 Closed
CWS
95
Cypress Wealth Services
California
-$571K -16,557 Closed
LAM
96
Lifestyle Asset Management
Texas
-$324K -9,509 Closed
HF
97
HRT Financial
New York
-$285K -8,386 Closed
FPWM
98
FSB Premier Wealth Management
Iowa
-$284K -8,331 Closed
SFWA
99
Summit Financial Wealth Advisors
Louisiana
-$267K -7,857 Closed
SC
100
Schubert & Co
Texas
-$265K -7,776 Closed